Investor Trading & Education Specialist

Fidelity Investments; Henderson (NV); On-site; USD 55,000 - 75,000; Full time

Job summary

Fidelity Investments seeks a Trading Specialist to support investors with trading, investment, and account needs. You will guide clients through market activity, process complex securities transactions, and provide education to help clients make informed decisions.

This role emphasizes building trust, strengthening client relationships, and connecting clients with additional products while demonstrating knowledge of markets, regulations, and industry developments.

Qualifications

• Series 7 license is required.
• Series 63 license or ability to obtain within 90 days.
• Experience in financial services, brokerage operations, trading support, client services, or a related field.
• Knowledge of financial markets, investment products, economic trends, and industry developments.
• Understanding of securities transactions across equities, options, mutual funds, fixed income, and precious metals.
• Ability to apply regulatory requirements while delivering accurate and compliant client support.
• Ability to guide clients through trading and investment decisions with integrity and confidence.
• Excellent communication and active listening to explain complex investment concepts clearly.

Responsibilities

• Provide trading and investment guidance to clients.
• Process complex securities transactions accurately.
• Educate clients on market activity and product solutions.

Skills

Series 7 license

Series 63 license

Financial services experience

Trading support

Regulatory compliance knowledge

Excellent communication

Job description

Fidelity Investments seeks a Trading Specialist to support investors with trading, investment, and account needs. You will guide clients through market activity, process complex securities transactions, and provide education to help clients make informed decisions.

This role emphasizes building trust, strengthening client relationships, and connecting clients with additional products while demonstrating knowledge of markets, regulations, and industry developments.